Greg started BFS in 2001 after completing his finance degree from the University of Iowa. After competing for five years as a member of the Iowa football team, Greg began laying the foundation of what has now become an ensemble practice at BFS; a team of advisors working together to create holistic financial plans based on the individual needs, wants and wishes of each client. Over the years, Greg has built businesses outside of wealth management, giving him additional insight and experience when working with business owners to create unique strategies for the betterment of their retirement. Greg is a visionary for BFS and continues to help BFS grow through acquisitions while continuing to serve the personalized needs of individual and families of BFS.
Greg enjoys spending time with his wife Sarah, and their two daughters, Ella and Addison. In his free time, Greg follows the Hawkeyes in all sports and participates in Triathlons. Greg also enjoys serving on various boards and volunteering opportunities.
What is the most inspiring part of your job: The people. Working together with the BFS team and helping clients navigate through important decisions.
The most important thing I learned before high school was: Hard work. Having the feeling of delayed gratification.
Best advice ever given to you: Do what is hard and life will be easy, do what is easy and life will be hard.
Kurt joined BFS in 2003 and is now an owner and partner in the firm. Throughout his career, Kurt has built and developed relationships with his clients that are based on his desire to be an honest and disciplined wealth management advisor. Kurt is passionate about the need for every client to have a progressive financial plan that is based on our firm’s commitment to fiduciary responsibilities. Kurt strives to find out ‘What is important to every client’ to efficiently manage their assets with the goals, needs, wants and wishes of the client in mind.
Kurt graduated from the University of Iowa with a degree in finance and resides in Iowa City with his wife Teesa, son Cal and daughter Eve. They have a pit bull, Gracie and a cat, Wrigley. Kurt was a short stop at the University of Iowa and has coached baseball at City High since 2012. Kurt is an avid fan of the Hawkeyes, Cubs and Packers.
Best piece of advice I’ve been given: How your character will be judged is how you treat those that can do nothing for you.
If I won the lottery tomorrow, I would start: A spa made up of steam rooms, saunas, hot tubs, hot beds, waterfall message showers, cryotherapy and meditation rooms.
Dogs or Cats: Both!
Dale joined BFS in 2011 and became an owner and partner in 2019. Dale is committed to helping individuals and families reach their financial goals. In addition to working with Dale's focus is on building personalized financial plans, helping BFS clients to navigate life's financial challenges using a comprehensive roadmap. Dale's other specialties include, retirement income planning, wealth accumulation strategies, life insurance, college funding, and tax minimization strategies. He prides himself on working hard for his clients, providing them with information they need to make informed decisions to help them succeed.
Dale attended Coe College in Cedar Rapids Iowa, where he earned a Bachelor's degree in Business Administration with a minor in Economics. Dale and his wife Anna have two children Faye and Walker and live on an acreage just outside of Solon.
Sean left a previous firm to join the BFS team in 2017 to focus on bringing financial order to the lives of business owners and their employees. Sean integrates financial planning, investment management, tax and estate planning strategies into one holistic plan for the owner, while concentrating on crafting innovative retirement plans for the business. Sean utilizes the same financial planning tools for employees, empowering companies to create financial wellness programs that focus on the holistic matters that genuinely create retirement success. Sean is a graduate of Michigan State University and is an Accredited Investment Fiduciary (AIF®).
Sean is originally from Cedar Rapids and resides in Iowa City with his wife Julie and their four children: Ethan, Caden, Logan and Lauren. Sean enjoys coaching multiple youth sports, traveling and spending time outdoors with his family.
If I were a superhero, my superpower would be: Flying…and to be invisible too!
In another life, I’m pretty sure I was a: Doc Holiday or Butch Cassidy.
If I won the lottery tomorrow: I’d start an old ice cream fountain shop. And, you know, keep working here.
Stacie joined Business & Financial Strategies in September 2013. She has over twenty year’s experience in marketing, communications and relationship building. Stacie leads our new client relations division and enjoys working with the newest members of our wealth management family and continuing to build relationships with our existing clients. She enjoys spending time with her family, Bob her husband, and daughter Sierra and son Trenton as well as her dogs, Iris and Harper. Her hobbies include following the Hawkeyes in all sports, Chicago Cubs baseball and Bears football, golfing, biking, gardening and cooking.
Best piece of advice I’ve been given: ‘Problems or issues are opportunities in disguise’
One of my favorite laughter quotes: “Never go to bed mad. Stay up and fight” ~ Phyllis Dillar.
One of my favorite words: MOSAIC. I love the way it sounds, and its meaning can be diverse and colorful.
Sue joined Business & Financial Strategies in 2013 and has since taken on the role of Office Manager of Client Services for our existing clients. Sue ensures that the goals and recommendations outlined by our financial plans are continuously being met for our clients. Sue helps ensure that all current clients are scheduled for reviews and their files are updated as life events occur. She is a graduate of the University of Northern Iowa with a major in Health Promotion and a minor in Business. Outside of the office, Sue enjoys golfing, kickboxing, bartending and spending time with family, friends and her rescue dog, Baxter.
Cats or Dogs: Dogs, of course!
When I was five, I was pretty sure I’d be a: Zookeeper
My favorite word in the English language: Doppelganger
Dominique joined BFS in September of 2020 as the Director of First Impressions. She has a background in the beauty industry and working in customer service for 13 years. Dominique is passionate about working with clients and creating a memorable guest experience. She ensures clients are greeted, meetings are scheduled, and operational tasks are taken care of for the office to run smoothly.
Dominique lives in West Branch, Iowa with her husband Trent, their two dogs, Rudy and Burton, and their cat Jack. In her free time, she enjoys cooking, traveling, DIY projects and cheering on the Iowa Hawkeyes' football and basketball teams.
Best piece of advice I’ve been given: Surround yourself with people who inspire, motivate, push, and challenge you.
If I won the lottery tomorrow: I would purchase a home on an acreage and travel to a new destination each year.
When I was five, I was pretty sure I'd be a: Cooking show host or another TV personality of some sort.
DIRECTOR OF FIRST IMPRESSIONS
Kathy joined BFS in April of 2022 as the Director of First Impressions. She joins us with over 20 years of experience in business management and customer service. Her primary role includes initial client relations, scheduling meetings and performing operational tasks to guarantee the office is running as efficiently as possible and creating an optimal client experience.
Kathy is originally from Solon and currently resides in North Liberty with her husband, Aaron and their two children: Asher and Everett. She majored in Health Promotions and minored in Communication Studies at The University of Iowa where she competed on the women's gymnastics team from 1998-2002. Kathy has always had a passion for fitness/wellness and enjoys exercise but her favorite way to spend free time is to watch her boys thrive in sports.
Favorite Famous Quote: "The only way to do great work is to love what you do." -Steve Jobs
What's the most inspiring part of your job: Being able to offer a friendly and welcoming contact to ensure a comfortable and optimal business environment for clients.
Dogs or cats: Dogs
Client Services Associate
Alicia joined BFS in 2022 and is finishing up her training as a financial advisor. Alicia graduated from the University of Nebraska-Lincoln with a degree in Finance, and began her career with the FDIC, spending 10 years as a Bank Examiner. She left the FDIC to stay home full time for six years. Then, in 2021, Alicia became a Candidate for Certified Financial Professional, CFP®, certification.
Alicia and her husband, Chris, reside in Coralville and stay busy with their four kids; Olivia, Audrey and twins Henry and Harper. When not cheering on the kids at their activities, Alicia can be seen walking in the neighborhood with their black lab, Pepper.
What are you most excited about in your new career: I hope to be able to convey complex concepts to clients in an easy-to-understand way. I want knowledge to foster peace of mind.
What is the best professional advice you have received: Dedicate yourself and continue to learn.
Where is your favorite vacation spot: St John, USVI
Jeff joined BFS in 2011 after graduating from the University of Iowa, where he earned his degree in Finance and competed as a four-year varsity letter winner for the Iowa Baseball team. Jeff’s focus is in building personalized financial plans to help navigate his clients through achieving their retirement and estate planning objectives. He emphasizes fostering lasting relationships with his clients by focusing on what matters most to them and designing strategies tailored to what they are striving to accomplish
Jeff and his wife, Molly, welcomed their son Henry in the Spring of 2019 ad their growing family resides happily in Iowa City. Jeff is a life-long Hawkeye fan and supporter, and is currently an executive board member of the Johnson County I-Club.
The best piece of advice I’ve ever been given is: Dream big, laugh often, and choose to focus your attention on the things in life that make you the happiest.
What’s the most important part of your job: Every day is a new opportunity to foster new and existing relationships, work with great people and help others realize their dreams and ambitions.
When I was five, I was pretty sure I’d be: President of the United States
Derek started working at BFS in 2011 after graduating from The University of Iowa with degrees in Finance and Economics, along with a Risk Management & Insurance Certificate. Derek focuses on creating a unique plan for each family and individual based on their goals. He uses strategies in retirement planning, insurance planning and wealth accumulation. Derek was born and raised in Iowa City and is a life-long fan of the Hawkeyes. He enjoys watching and playing sports and spending time with family and friends. Derek enjoys building strong relationships with his clients and finding out their "Why" to help pursue financial goals.
What’s the most inspiring part of your job: Reducing client’s fears about money, allowing them to rest easy at night, knowing that, they are going to be okay.
If I were a superhero, my superpower would be: Telepathy, since most superheroes can fly too.
When I was five, I was pretty sure I’d be an: ‘Olympic Runner’ when I grew up.
Sam joined BFS in 2022 after 17 years in the pharmaceutical industry. Sam spent a majority of those years acquiring, managing and operating multiple retail pharmacy locations throughout Iowa. In the later part of his pharmacy career, he was successful in raising multiple rounds of venture capital as co-founder and Senior Vice President of Innovation and Strategy of a high growth pharmacy start-up. Sam has knowledge and experience of both the buy and sell sides of numerous transactions. Sam uses this expertise of acquisitions, growth and networking to help lead BFS’s expansion strategy. Sam holds his bachelors in Business Management after attending Kirkwood, Iowa State, and Buena Vista University.
GSam and his wife Samantha reside in Solon with their three children Isaiah, Zoey and Leyton. Sam enjoys spending time with his family, watching youth sports, his daughters dance and playing golf.
What would you do if you won the lottery: Spend far less time in the Iowa winters!
What’s your favorite vacation spot: New Buffalo, MI
Best advice ever given to you: Hire smarter people than you.